Guru Ownership Trend
Guru Analysis for Principal Financial Group, Inc. (PFG)
Principal Financial Group, Inc. (PFG), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $317.34 M.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $3.08 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 53.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Principal Financial Group, Inc. (PFG)
Major holders include Cliff Asness ($220.59 M), Ray Dalio ($19.91 M), Joel Greenblatt ($16.08 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.06 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.08 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited PFG. The total reported sell value was $28.11 M.
Yes, 0 managers opened new positions in PFG, and 2 increased their existing holdings. The total reported buy value was $25.03 M.
